The Nikkei Average rebounded and the dollar and yen started in the first half of the 148 yen range, and yen was bought back due to geopolitical risks and statements made by senior US Fed officials

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The dollar and yen rose in the first half of the 148 yen range, and the yen rose due to geopolitical risks and statements made by senior US Fed officials
The dollar/yen exchange rate in the Tokyo Foreign Exchange Market on the morning of the 10th fluctuated in the first half of the $1 = 148 yen range. The tense situation in Israel during overseas hours and the decline in observations of interest rate hikes by the end of the year in response to statements made by senior Fed officials in the United States led to pressure for depreciation of the dollar and appreciation of the yen.

The current account balance and surplus of 2.2 trillion yen for August continued for 7 consecutive months
According to the balance of payments statistics (preliminary report) for August announced by the Ministry of Finance on the 10th, the current account balance, which indicates the status of transactions of goods, services, etc. with overseas, was a surplus of 2,279.7 billion yen. The surplus was seven months in a row, roughly tripling from the same month last year.

There is also a sense of anticipation for SoftBank G by inducing rush purchases and clarifying its position leading the AI revolution
$SoftBank Group(9984.JP)$There was a backlash. Since mid-September, prices with a high contribution to the Nikkei Average have been affected by futures-led risk-averse sales as stocks, but they are currently leading to rush buying due to a sense of affordability.

Mitsubishi Heavy Industries - Promising Islamic Organization Hamas Begins Attack on Israel, Reported to Be in a State of War
$Mitsubishi Heavy Industries(7011.JP)$I'm likely to buy it. The fact that it was reported that the Islamic organization Hamas began an attack on Israel on the 7th is viewed as material.

Yaskawa Electric - Buying signs, first-half operating profit, 6% increase, contributions such as backlog digestion and price transfer
$YASKAWA Electric(6506.JP)$I'm likely to buy it. The company announced on the 6th that consolidated operating profit (IFRS) for the first half of the 24.2 fiscal year (March-August) was 33.1 billion yen (up 5.8% from the same period last year). The market consensus is 31.9 billion yen.

INPEX - Signs of Buying Crude Oil Soars Following Dispute between Israel and Hamas
$Inpex(1605.JP)$I'm likely to buy it. The rise in crude oil prices is viewed as material. In the US market on the 9th, NY crude oil surged 4.34% higher than the previous day in response to the intensification of the dispute between Israel and Hamas. At one point, there was also a scene where the price was in the 87 dollar range per barrel, and the view that production and exports by major oil-producing countries in the Middle East would be adversely affected spread.

Zensho HD - 3 days of continuous expansion of 10,000 overseas stores, first domestic and foreign food = Nikkei
$Zensho Holdings(7550.JP)$continued to increase for 3 days. The morning edition of the Nihon Keizai Shimbun dated 7th reported that the company will increase the number of overseas stores to 10,000 stores at the end of the 24.3 fiscal year, which is the first for domestic and foreign food.

Real estate sales to 1 times PBR, 8 times the number of cases considered by companies and trusts by Mizuho
An increasing number of companies are considering selling rental real estate in order to improve capital efficiency. Since spring, when the Tokyo Stock Exchange requested management that is conscious of capital costs and stock prices from listed companies, discussions with trust banks that mediate transactions have been active.

Fujifilm enters surgery navigation system, makes full use of AI to help doctors perform surgeries
$FUJIFILM Holdings(4901.JP)$will enter the surgical navigation system. A system where artificial intelligence (AI) links three-dimensional (3D) images of organs created in advance and the movement of organs during surgery will be developed, and provided to hospitals that handle surgery in 2024 as well.

ー MooMoo News Evelyn
Distribution source: Nihon Keizai Shimbun, Bloomberg, Traders Web, MINKABU